EDGEWATER SERVICES, LLC

RIASEC RegisteredEst. 2012
Total AUM
$2.8B
Discretionary
$2.8B
100% of AUM
Avg account
$83.4M
Accounts
34
Employees
25
Advisory reps
3

Firm details

Headquarters
CHICAGO, Illinois
CRD number
159926
Registered since
March 29, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Edgewater Services, LLC is an SEC-registered adviser that operates as a private equity fund manager and sponsor. Formed as a limited liability company and registered with the SEC in 2012, the firm provides portfolio management for pooled investment vehicles and serves in sponsor/GP and managing-member roles for those vehicles. Its client base is institutional, and its economics combine a percentage-of-AUM fee with performance-based compensation. The firm identifies as an active ESG investor, and it is not structured as a capital allocator to third-party managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • MATTHEW SNYDER

    Chief Operating OfficerCRD 7890701

  • NADEZHDA EVSTIOUNINA

    Chief Financial OfficerCRD 7903612

Contacts

1 of 1
  • JAMES GORDON

    Founder & Managing PartnerCRD 6017411

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
900 N Michigan Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth